My Education

Use the My Education page to review a transcript of your continuing education status, including recent course completions as well as upcoming course requirements and deadlines. The transcript is available from only certain states.

In many states the transcript includes CE requirements in the current or a past license renewal/CE review period, course information applied to the requirements, and the producer's current CE status (Compliant, Pending, or Not Compliant).

However, other states may return only the continuing education course completions that are recorded for a selected producer or other data, depending on the state's CE tracking and license renewal policies.

Results are obtained directly in real time from a selected state's regulatory records. There is no fee for this service.

Use the following steps:

Choose Service

Use one of the following methods:

  1. In the My Compliance section of the Navigation Bar, click My Education

OR

  1. In the Other State Services section of the Navigation Bar, click View All Services.
  2. In the Lookup Education Information section of the View All Services page, click the Lookup My CE Transcript link.

View Results

  1. Review the results of your inquiry. Results may include values in the following fields:
    • Summary Information
      • Licensee: Name of licensed agent
      • License: License description
      • State: Name of state issuing agent's license
      • Begin Date: Effective date of current license
      • Review Date: Current license expiration date or date by which CE requirements must be met for the current review period
    • Requirements
      • License Type Name: License to which CE information applies
      • Requirement: Course categories in which applied CE courses are required to be taken and completed
      • Required Hours: Number of course hours required in current CE review period
      • Applied Hours: Number of course completion hours applied to Required Hours value; may include hours carried over from preceding review period
      • Remaining Hours: Value of Applied Hours subtracted from value of Required Hours
      • Status: Current CE status
    • Courses
      • Course ID: State identifier of approved course
      • Course Name: Description of the course as recorded with the state
      • Provider: CE provider name
      • Course Hours: Applied course hours
      • Instruction Method: Delivery method of course (i.e., Classroom, Online, etc.)
      • Completion Date: Course end date
      • Processed Date: Date on which state processed course completion
      • Applied Courses and Requirements: A statement indicating the number of course credit hours that are applied to the producer's overall CE requirement and to one or multiple specific course requirements
    • Courses Carried Forward From Previous Period: Course hours completed in a preceding review period applied toward current review period
      • Course ID: State identifier of approved course
      • Course Name: Description of the course as recorded with the state
      • Provider: CE provider name
      • Course Hours: Applied course hours
      • Instruction Method: Delivery method of course (i.e., Classroom, Online, etc.)
      • Completion Date: Course end date
      • Processed Date: Date on which state processed course completion
      • Applied Courses and Requirements: A statement indicating the number of course credit hours that are applied from a preceding review period to the producer's overall CE requirement and to one or multiple specific course requirements in the current review period
  1. By default the transcript includes course and requirement information for the current CE review period. If desired, select a previous CE review period from the Education Review Period dropdown menu. The results will refresh to display information for the selected review period.
  2. If your inquiry result spans multiple pages, click the Next Page button to display the next inquiry result page. Or, click the Prev Page button to display the previous inquiry result page.
  3. If desired, click the Print button () at the top of the page to print the results to a local printer.

If you do not know your license number, you can look it up using Lookup My License Number.

Results in some states may include only a raw listing of the continuing education course completions that are recorded for a selected licensee, without CE requirement, applied coursework, or CE status information. For more information, contact the state's department of insurance. Click the State Contact Info link at the bottom of the page to find state contact information.

If a transcript appears to be incorrect or incomplete, first contact the CE provider to verify completion of a course and submission of the course completion to the appropriate state. Then, if necessary, contact the appropriate state department of insurance to verify record of the course completion.

Many state insurance departments are in the process of streamlining the administration of the continuing education for insurance providers and producers. Education providers now are electronically reporting course completions to the state for your continuing education credit. During this transition period, you may see a status of "waived" for your continuing education requirements on your continuing education transcript. A "waived" status does not mean necessarily that you do not have to complete your continuing education requirements -- you must complete your continuing education requirements, unless the insurance department has exempted you. If you have questions or concerns, please contact the appropriate state insurance department.Click the State Contact Info link at the bottom of the page to find state contact information.

Please note that in many states, your resident state CE data will not be available or stored within ProducerEDGE. If ProducerEDGE cannot display your continuing education transcript on the My Education page, a message displays that may include a link to an alternate source of CE information.

 

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